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LIBERTAS WEALTH MANAGEMENT GROUP, INC.
CRD 157769File 801-133776
APPROVED
Retail clients
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$163.1M
Bottom 25% of cohort (national)
Discretionary AUM
$145.1M
Non-discretionary $18.0M
Clients
280
1,184 accounts
Employees
6
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 30, 2025
- Principal office
- 5003 HORIZONS DR., SUITE 200, COLUMBUS, OH, 43220
- Phone
- 614-543-1350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $163.1M
- Discretionary AUM
- $145.1M
- Non-discretionary AUM
- $18.0M
- Discretionary accounts
- 1,145
- Non-discretionary accounts
- 39
- Total accounts
- 1,184
- AUM per client
- $582K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $48.8M |
| Individuals (other than high net worth individuals) | 259 | $96.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 319 | 280 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.